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For the second half of the year, the three directions I most want to bet on in U.S. stocks
First, the upstream of optical communications. I've been talking about it since the beginning of the year.
Data centers are upgrading to 1.6T, and optical modules and upstream lasers are the real capacity bottlenecks.
Recently, $AAOI 's insider selling scared away a wave of retail investors, but on the $SIVE side, BlackRock, Fidelity, and JPMorgan are building positions at the same time.
Smart money is moving from downstream to upstream. I will add positions when this direction pulls back.